GEN Financial Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

GEN Financial Management’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,250	Closed	-$382K	–	56
2026 Q1	$382K	Buy	5,250 +60	+1%	+$4.67K	0.24%	38
2025 Q4	$422K	Sell	5,190 -18	-0.3%	-$1.46K	0.27%	35
2025 Q3	$416K	Sell	5,208 -354	-6%	-$27.1K	0.36%	33
2025 Q2	$406K	Sell	5,562 -24	-0.4%	-$1.58K	0.33%	33
2025 Q1	$345K	Sell	5,586 -2,124	-28%	-$143K	0.23%	38
2024 Q4	$527K	Buy	+7,710	New	+$518K	0.34%	33

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GEN Financial Management's VUG Position: Q2 2026 in Review

GEN Financial Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 5,250 shares — an estimated $382K sold.

GEN Financial Management first reported a position in VUG in Q4 2024 and held it in 6 quarters. The position peaked at $527K in Q4 2024. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

GEN Financial Management reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
GEN Financial Management sold 5,250 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $382K.
GEN Financial Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and held it in 6 quarters.
GEN Financial Management's Vanguard Morningstar Growth ETF position peaked at $527K in Q4 2024.
1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.